Total Credits: 2 including 2 Taxes - Technical
Tax compliance issues for fiduciary entities are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course is a follow-up to our basic course on 1041 preparation/compliance. In our basic course, we instruct the practitioners as to how entities work, how to read documents, and how to begin the compliance issues regarding this form. In this class, we examine the advanced issues of compliance regarding the U.S. Income Tax Return for Estates and Trusts (Form 1041).
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to firstname.lastname@example.org.
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
|f1041 (150.1 KB)||Available after Purchase|
|Advanced Issues in the Preparation of Form 1041 slides (1.3 MB)||20 Pages||Available after Purchase|
|IRS CE Credit Request Form (136.5 KB)||Available after Purchase|
|Advanced Issues in the Preparation of Form 1041_Q&A (13.5 KB)||Available after Purchase|
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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